How To: See Client Favorites
To quickly/easily view the listings your clients are marking as their Favorites, you have a few options.
1. Use the Client Activity widget to filter to that specific option, all the way down per client if you'd like.
2. Enter the Client record and click the Favorites folder. Note the filter to the far right that allows you to create differing views.
3. Enter the Client Portal and click into the Favorites & Comments tab.
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